Financial Project Coordinator

Westport, Connecticut


Employer: Insight Global
Industry: Corporate Operations
Salary: Competitive
Job type: Full-Time

Our wealth management client is seeking a Project Coordinator to join their team in Westport, CT. The ideal candidate will assist the Executive Partner with an array of projects relating to the business. These projects would include creating power point presentations, renewing insurance policies, handling HR functions such as hiring, firing, and onboarding, as well as research for ad hoc projects.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Required Skills & Experience

3-5 years experience in either project coordination or executive administration within the financial industry

Experience overseeing the creation of premeeting material including power points, research, and succinctly present the findings

Demonstrated ability to handle competing priorities

Extremely detail oriented

Desire to work on an array of projects relating to the daily operations of the business

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

Created: 2024-05-16
Reference: 357481
Country: United States
State: Connecticut
City: Westport


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